Barnes Wealth Management Group, Inc EFG Holdings History
Barnes Wealth Management Group, Inc's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Barnes Wealth Management Group, Inc held 17,230.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $1.72 Mil. This investment constitutes 1.11% of their stock portfolio, and Barnes Wealth Management Group, Inc now holds 0.01% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $101.94 for 13,625.00 shares. Based on historical transaction data and EFG's current price of $111.89, Barnes Wealth Management Group, Inc's estimated gain on his EFG holdings is $183,777.05, reflecting a 5.87% gain to date.
Barnes Wealth Management Group, Inc EFG ($111.89) Holding Chart
Barnes Wealth Management Group, Inc EFG ($111.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
